402 - High Stakes Pension Funding Strategies

With asset values and interest rates hitting all-time highs and market volatility on the rebound, funding relief may not be as beneficial as it was in the past. In this session, we’ll cover creative funding strategies including minimum/maximum contributions, interest rate and asset methods, and other strategies that can limit funding risks and common pitfalls like 4010 filings, and benefit restrictions and variable rate premiums.

Speakers:

Bruce Cadenhead

Mercer

Gail Steward

USI Consulting Group

Michael Antoine

Gallagher

Credits:

CPD Credit: 2.00 EA Core Credit: 2.00 EA Ethics Credit: EA Non-Core Credit: EA Formal Credit: 2.00